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Image for Capital Planning Advisors LLC Has $1.15 Million Holdings in Avery Dennison Corporation (NYSE:AVY)

Capital Planning Advisors LLC Has $1.15 Million Holdings in Avery Dennison Corporation (NYSE:AVY)

Capital Planning Advisors LLC trimmed its holdings in shares of Avery Dennison Corporation (NYSE:AVY – Free Report) by 6.1% in the first quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for 2,454 Shares in GE Vernova Inc. (NYSE:GEV) Purchased by Capital Planning Advisors LLC

2,454 Shares in GE Vernova Inc. (NYSE:GEV) Purchased by Capital Planning Advisors LLC

Capital Planning Advisors LLC bought a new position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) in the 1st quarter, Holdings Channel reports. The fund bought 2,454 shares of the company’s stock, valued at approximately... More of this article »
Image for C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors Increases Stock Position in iShares Silver Trust (NYSEARCA:SLV)

C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors Increases Stock Position in iShares Silver Trust (NYSEARCA:SLV)

C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors boosted its stake in iShares Silver Trust (NYSEARCA:SLV – Free Report) by 958.7% during the first quarter, according to its most recent Form 13F filing with the... More of this article »
Image for Nuveen LLC Purchases New Shares in Southern Company (The) (NYSE:SO)

Nuveen LLC Purchases New Shares in Southern Company (The) (NYSE:SO)

Nuveen LLC purchased a new stake in shares of Southern Company (The) (NYSE:SO – Free Report) during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 5,548,980... More of this article »
Image for Paulson Wealth Management Inc. Has $500,000 Stock Position in Automatic Data Processing, Inc. (NASDAQ:ADP)

Paulson Wealth Management Inc. Has $500,000 Stock Position in Automatic Data Processing, Inc. (NASDAQ:ADP)

Paulson Wealth Management Inc. reduced its stake in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 18.4% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Paulson Wealth Management Inc. Sells 22,999 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Paulson Wealth Management Inc. Sells 22,999 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Paulson Wealth Management Inc. lessened its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 9.6% in the first quarter, Holdings Channel.com reports. The fund owned 216,153 shares of the company’s... More of this article »
Image for Aigen Investment Management LP Takes Position in Fortinet, Inc. (NASDAQ:FTNT)

Aigen Investment Management LP Takes Position in Fortinet, Inc. (NASDAQ:FTNT)

Aigen Investment Management LP acquired a new position in shares of Fortinet, Inc. (NASDAQ:FTNT – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Aigen Investment Management LP Makes New Investment in T-Mobile US, Inc. (NASDAQ:TMUS)

Aigen Investment Management LP Makes New Investment in T-Mobile US, Inc. (NASDAQ:TMUS)

Aigen Investment Management LP bought a new position in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for 4,011,992 Shares in Valero Energy Corporation (NYSE:VLO) Acquired by Nuveen LLC

4,011,992 Shares in Valero Energy Corporation (NYSE:VLO) Acquired by Nuveen LLC

Nuveen LLC acquired a new stake in Valero Energy Corporation (NYSE:VLO – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 4,011,992... More of this article »
Image for Colgate-Palmolive Company (NYSE:CL) Stake Lessened by Dillon & Associates Inc.

Colgate-Palmolive Company (NYSE:CL) Stake Lessened by Dillon & Associates Inc.

Dillon & Associates Inc. lowered its holdings in Colgate-Palmolive Company (NYSE:CL – Free Report) by 2.4% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for AGF Management Ltd. Boosts Stake in KKR & Co. Inc. (NYSE:KKR)

AGF Management Ltd. Boosts Stake in KKR & Co. Inc. (NYSE:KKR)

AGF Management Ltd. lifted its stake in shares of KKR & Co. Inc. (NYSE:KKR – Free Report) by 8,851.7% in the 1st quarter, HoldingsChannel reports. The firm owned 870,191 shares of the asset manager’s stock after buying... More of this article »
Image for Motley Fool Wealth Management LLC Has $12.89 Million Stock Holdings in Waters Corporation (NYSE:WAT)

Motley Fool Wealth Management LLC Has $12.89 Million Stock Holdings in Waters Corporation (NYSE:WAT)

Motley Fool Wealth Management LLC decreased its stake in Waters Corporation (NYSE:WAT – Free Report) by 9.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Public Sector Pension Investment Board Decreases Position in Union Pacific Corporation (NYSE:UNP)

Public Sector Pension Investment Board Decreases Position in Union Pacific Corporation (NYSE:UNP)

Public Sector Pension Investment Board reduced its stake in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 9.1% during the first quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for AIA Group Ltd Raises Holdings in Citigroup Inc. (NYSE:C)

AIA Group Ltd Raises Holdings in Citigroup Inc. (NYSE:C)

AIA Group Ltd increased its position in Citigroup Inc. (NYSE:C – Free Report) by 37.1% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 137,543 shares of the company’s... More of this article »
Image for Todd Asset Management LLC Buys 153 Shares of Morgan Stanley (NYSE:MS)

Todd Asset Management LLC Buys 153 Shares of Morgan Stanley (NYSE:MS)

Todd Asset Management LLC lifted its stake in Morgan Stanley (NYSE:MS – Free Report) by 0.0% during the first quarter, HoldingsChannel reports. The firm owned 386,839 shares of the financial services provider’s stock after... More of this article »
Image for National Bank of Canada FI Trims Holdings in Ares Management Corporation (NYSE:ARES)

National Bank of Canada FI Trims Holdings in Ares Management Corporation (NYSE:ARES)

National Bank of Canada FI decreased its holdings in Ares Management Corporation (NYSE:ARES – Free Report) by 2.6% in the 1st quarter, Holdings Channel reports. The firm owned 192,384 shares of the asset manager’s stock... More of this article »
Image for Mustard Seed Financial LLC Cuts Position in Netflix, Inc. (NASDAQ:NFLX)

Mustard Seed Financial LLC Cuts Position in Netflix, Inc. (NASDAQ:NFLX)

Mustard Seed Financial LLC lessened its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 9.9% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Image for Linde PLC (NASDAQ:LIN) Stake Boosted by SouthState Corp

Linde PLC (NASDAQ:LIN) Stake Boosted by SouthState Corp

SouthState Corp grew its stake in shares of Linde PLC (NASDAQ:LIN – Free Report) by 2.5% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for First American Trust FSB Sells 73,509 Shares of Arch Capital Group Ltd. (NASDAQ:ACGL)

First American Trust FSB Sells 73,509 Shares of Arch Capital Group Ltd. (NASDAQ:ACGL)

First American Trust FSB lowered its holdings in shares of Arch Capital Group Ltd. (NASDAQ:ACGL – Free Report) by 96.8% during the 1st quarter, Holdings Channel.com reports. The firm owned 2,468 shares of the insurance provider’s... More of this article »
Image for Reviewing PVH (NYSE:PVH) and TED BAKER (OTCMKTS:TBAKF)

Reviewing PVH (NYSE:PVH) and TED BAKER (OTCMKTS:TBAKF)

PVH (NYSE:PVH – Get Free Report) and TED BAKER (OTCMKTS:TBAKF – Get Free Report) are both consumer discretionary companies, but which is the superior business? We will compare the two companies based on the strength of... More of this article »
Image for Ballast Inc. Acquires New Stake in The Goldman Sachs Group, Inc. (NYSE:GS)

Ballast Inc. Acquires New Stake in The Goldman Sachs Group, Inc. (NYSE:GS)

Ballast Inc. purchased a new stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Capital Planning Advisors LLC Grows Position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)

Capital Planning Advisors LLC Grows Position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)

Capital Planning Advisors LLC boosted its position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 8.3% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Image for Sanofi (NASDAQ:SNY) Stake Lifted by Tranquilli Financial Advisor LLC

Sanofi (NASDAQ:SNY) Stake Lifted by Tranquilli Financial Advisor LLC

Tranquilli Financial Advisor LLC increased its stake in Sanofi (NASDAQ:SNY – Free Report) by 4.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for 45,428 Shares in Archer Daniels Midland Company (NYSE:ADM) Acquired by Entropy Technologies LP

45,428 Shares in Archer Daniels Midland Company (NYSE:ADM) Acquired by Entropy Technologies LP

Entropy Technologies LP bought a new position in shares of Archer Daniels Midland Company (NYSE:ADM – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Entropy Technologies LP Has $2.46 Million Stock Holdings in Cardinal Health, Inc. (NYSE:CAH)

Entropy Technologies LP Has $2.46 Million Stock Holdings in Cardinal Health, Inc. (NYSE:CAH)

Entropy Technologies LP grew its position in Cardinal Health, Inc. (NYSE:CAH – Free Report) by 32.1% in the first quarter, according to its most recent filing with the SEC. The fund owned 17,829 shares of the company’s... More of this article »
Image for Linscomb Wealth Inc. Boosts Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Linscomb Wealth Inc. Boosts Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Linscomb Wealth Inc. boosted its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 6.2% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Aigen Investment Management LP Invests $1.26 Million in M&T Bank Corporation (NYSE:MTB)

Aigen Investment Management LP Invests $1.26 Million in M&T Bank Corporation (NYSE:MTB)

Aigen Investment Management LP acquired a new position in M&T Bank Corporation (NYSE:MTB – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Invesco Ltd. Has $571.74 Million Stake in eBay Inc. (NASDAQ:EBAY)

Invesco Ltd. Has $571.74 Million Stake in eBay Inc. (NASDAQ:EBAY)

Invesco Ltd. grew its stake in eBay Inc. (NASDAQ:EBAY – Free Report) by 8.0% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,441,396 shares... More of this article »
Image for Trust Asset Management LLC Buys New Position in Workday, Inc. (NASDAQ:WDAY)

Trust Asset Management LLC Buys New Position in Workday, Inc. (NASDAQ:WDAY)

Trust Asset Management LLC acquired a new stake in Workday, Inc. (NASDAQ:WDAY – Free Report) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired... More of this article »
Image for Meridian Wealth Management LLC Grows Stake in Vanguard Value ETF (NYSEARCA:VTV)

Meridian Wealth Management LLC Grows Stake in Vanguard Value ETF (NYSEARCA:VTV)

Meridian Wealth Management LLC raised its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 4.0% during the 1st quarter, HoldingsChannel reports. The firm owned 117,064 shares of the company’s stock after acquiring... More of this article »
Image for Motley Fool Wealth Management LLC Trims Holdings in Alexandria Real Estate Equities, Inc. (NYSE:ARE)

Motley Fool Wealth Management LLC Trims Holdings in Alexandria Real Estate Equities, Inc. (NYSE:ARE)

Motley Fool Wealth Management LLC trimmed its position in Alexandria Real Estate Equities, Inc. (NYSE:ARE – Free Report) by 1.2% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for 894,471 Shares in Alphatec Holdings, Inc. (NASDAQ:ATEC) Acquired by Motley Fool Wealth Management LLC

894,471 Shares in Alphatec Holdings, Inc. (NASDAQ:ATEC) Acquired by Motley Fool Wealth Management LLC

Motley Fool Wealth Management LLC purchased a new position in shares of Alphatec Holdings, Inc. (NASDAQ:ATEC – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Nuveen LLC Invests $286.13 Million in Eversource Energy (NYSE:ES)

Nuveen LLC Invests $286.13 Million in Eversource Energy (NYSE:ES)

Nuveen LLC acquired a new position in Eversource Energy (NYSE:ES – Free Report) in the first quarter, HoldingsChannel.com reports. The firm acquired 4,606,824 shares of the utilities provider’s stock, valued at approximately... More of this article »
Image for Nuveen LLC Takes $482.68 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM)

Nuveen LLC Takes $482.68 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM)

Nuveen LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Maia Wealth LLC Acquires 487 Shares of Salesforce Inc. (NYSE:CRM)

Maia Wealth LLC Acquires 487 Shares of Salesforce Inc. (NYSE:CRM)

Maia Wealth LLC boosted its position in Salesforce Inc. (NYSE:CRM – Free Report) by 7.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Image for CCM Investment Group LLC Acquires Shares of 3,831 Allegion PLC (NYSE:ALLE)

CCM Investment Group LLC Acquires Shares of 3,831 Allegion PLC (NYSE:ALLE)

CCM Investment Group LLC acquired a new stake in shares of Allegion PLC (NYSE:ALLE – Free Report) during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired... More of this article »
Image for Savvy Advisors Inc. Buys 538 Shares of Invesco Aerospace & Defense ETF (NYSEARCA:PPA)

Savvy Advisors Inc. Buys 538 Shares of Invesco Aerospace & Defense ETF (NYSEARCA:PPA)

Savvy Advisors Inc. lifted its stake in Invesco Aerospace & Defense ETF (NYSEARCA:PPA – Free Report) by 29.3% in the first quarter, HoldingsChannel.com reports. The fund owned 2,374 shares of the company’s stock after... More of this article »
Image for Wolverine Asset Management LLC Takes $382,000 Position in General Dynamics Corporation (NYSE:GD)

Wolverine Asset Management LLC Takes $382,000 Position in General Dynamics Corporation (NYSE:GD)

Wolverine Asset Management LLC purchased a new stake in General Dynamics Corporation (NYSE:GD – Free Report) in the 1st quarter, Holdings Channel reports. The fund purchased 1,400 shares of the aerospace company’s stock,... More of this article »
Image for Wolverine Asset Management LLC Acquires New Stake in Curtiss-Wright Corporation (NYSE:CW)

Wolverine Asset Management LLC Acquires New Stake in Curtiss-Wright Corporation (NYSE:CW)

Wolverine Asset Management LLC acquired a new stake in Curtiss-Wright Corporation (NYSE:CW – Free Report) during the 1st quarter, Holdings Channel.com reports. The firm acquired 1,500 shares of the aerospace company’s... More of this article »
Image for Capital Planning Advisors LLC Purchases 27,671 Shares of Invesco S&P SmallCap Quality ETF (BATS:XSHQ)

Capital Planning Advisors LLC Purchases 27,671 Shares of Invesco S&P SmallCap Quality ETF (BATS:XSHQ)

Capital Planning Advisors LLC increased its position in Invesco S&P SmallCap Quality ETF (BATS:XSHQ – Free Report) by 40.9% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Vanguard U.S. Quality Factor ETF (BATS:VFQY) Shares Sold by Cobblestone Capital Advisors LLC NY

Vanguard U.S. Quality Factor ETF (BATS:VFQY) Shares Sold by Cobblestone Capital Advisors LLC NY

Cobblestone Capital Advisors LLC NY cut its holdings in shares of Vanguard U.S. Quality Factor ETF (BATS:VFQY – Free Report) by 7.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Aigen Investment Management LP Buys 5,321 Shares of Westlake Corp. (NYSE:WLK)

Aigen Investment Management LP Buys 5,321 Shares of Westlake Corp. (NYSE:WLK)

Aigen Investment Management LP increased its stake in shares of Westlake Corp. (NYSE:WLK – Free Report) by 101.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Entropy Technologies LP Grows Stake in MSCI Inc (NYSE:MSCI)

Entropy Technologies LP Grows Stake in MSCI Inc (NYSE:MSCI)

Entropy Technologies LP raised its position in shares of MSCI Inc (NYSE:MSCI – Free Report) by 227.2% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for Trimble Inc. (NASDAQ:TRMB) Given Average Recommendation of “Buy” by Brokerages

Trimble Inc. (NASDAQ:TRMB) Given Average Recommendation of “Buy” by Brokerages

Shares of Trimble Inc. (NASDAQ:TRMB – Get Free Report) have received an average recommendation of “Buy” from the eight analysts that are currently covering the company, MarketBeat Ratings reports. Seven equities... More of this article »
Image for Operose Advisors LLC Grows Position in Schwab Fundamental Emerging Markets Equity ETF (NYSEARCA:FNDE)

Operose Advisors LLC Grows Position in Schwab Fundamental Emerging Markets Equity ETF (NYSEARCA:FNDE)

Operose Advisors LLC lifted its holdings in shares of Schwab Fundamental Emerging Markets Equity ETF (NYSEARCA:FNDE – Free Report) by 2,125.0% during the 1st quarter, HoldingsChannel reports. The institutional investor owned... More of this article »
Image for AGF Management Ltd. Sells 274,418 Shares of Canadian National Railway Company (NYSE:CNI)

AGF Management Ltd. Sells 274,418 Shares of Canadian National Railway Company (NYSE:CNI)

AGF Management Ltd. reduced its holdings in shares of Canadian National Railway Company (NYSE:CNI – Free Report) (TSE:CNR) by 29.8% in the 1st quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for Financial Engines Advisors L.L.C. Reduces Holdings in iShares U.S. Treasury Bond ETF (BATS:GOVT)

Financial Engines Advisors L.L.C. Reduces Holdings in iShares U.S. Treasury Bond ETF (BATS:GOVT)

Financial Engines Advisors L.L.C. reduced its stake in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 59.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Cypress Capital Group Sells 379 Shares of iShares Russell 1000 ETF (NYSEARCA:IWB)

Cypress Capital Group Sells 379 Shares of iShares Russell 1000 ETF (NYSEARCA:IWB)

Cypress Capital Group decreased its holdings in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 7.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Motley Fool Asset Management LLC Increases Stake in Eli Lilly and Company (NYSE:LLY)

Motley Fool Asset Management LLC Increases Stake in Eli Lilly and Company (NYSE:LLY)

Motley Fool Asset Management LLC increased its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 16.5% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 45,878 shares... More of this article »
Image for Innovator U.S. Equity Ultra Buffer ETF – April (BATS:UAPR) Shares Acquired by C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors

Innovator U.S. Equity Ultra Buffer ETF – April (BATS:UAPR) Shares Acquired by C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors

C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors increased its holdings in Innovator U.S. Equity Ultra Buffer ETF – April (BATS:UAPR – Free Report) by 7.6% during the 1st quarter, according to the company... More of this article »